[PR] When to process PR Auto Leave Accrual Usage

Posting leave accruals and usage at the correct time ensures employees’ available balances are accurate. If leave balances appear on pay stubs, post all updates before issuing checks or EFTs.

• Frequency: Run weekly for usage timecards. Fixed accrual codes can follow your accrual schedule (weekly, monthly, yearly). Rate-based codes (rate × hours) are processed during usage.

• Timing: Run after all timecards are entered, processed, and posted. Correct any timecard changes first.

• Reprocessing: If changes occur after posting, you can reprocess leave to update balances.

• Caution: Keep the “Delete Previously Posted Transactions” checkbox checked to avoid duplicates.

• Tip: Review reports after running accruals to ensure correct balances before printing checks or EFTs.

Steps to Process Accruals & Usage

1. Finalize all timecards.

2. Run PR Auto Leave Accrual Usage to post accruals and usage.

3. Review employee balances using the PR Employee Leave Balance and Accumulations report.

4. Once confirmed, print checks or generate EFTs.

5. Leave code balances on stubs reflect current available balance and YTD usage; pay stub attachments will match when sent via PR Pay Stub Notify.

6. If corrections are needed after payment, void the payment, make changes, and rerun the leave accrual process.

7. For detailed review of a specific employee’s leave activity, use the PR Employee Leave History Detail report (sortable by Employee and Month or Leave Code).

8. Carryover Info:

   • The “Potential Carryover” column shows the available balance up to the carryover limit.

   • The Date Range Available Balance shows the difference between accrued, adjustments, and leave taken within the selected period.

This process ensures employee leave balances are accurate and correctly displayed on reports and pay stubs.